Friends, Fun & Finances
Financial planning and fun are not mutually exclusive. Every year, clients are invited to take part in a full calendar of educational events, where they have the opportunity to learn about a variety of different topics to better their financial and personal choices and experiences. There are also activities offered just to have fun together. These events are put on throughout the year to show our appreciation and to celebrate the richness of life we are blessed to share. The client events are always well attended and received, and vary year to year.
2020 Events
FEBRUARY
Economic Forecast at SLO Brew Rock
July
Identity Theft & Cyber Security Workshop (VIRTUAL)
August
Wellness Workshop (VIRTUAL)
SEPTEMBER
Estate Planning Workshop (VIRTUAL)
OCTOBER
Tax Planning Workshop (VIRTUAL)
NOVEMBER
Charitable Giving Workshop (VIRTUAL)
DECEMBER
Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard (TBD)
2019 Events
February
Economic Forecast at SLO Brew Rock
April
Wine Tasting Tour at Laetitia and Chamisal Vineyards
July
Social Security Workshop at Café Roma
August
Summer Night on the Ranch at Filipponi Ranch
October
“Retire on Purpose” Workshop at Café Roma
November
Charitable Giving at Crew Wealth Management
December
Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard
2018 Events
February
Economic Forecast at Edna Valley Vineyard
August
Beach Day at Port SLO, Avila Beach
November
Identity Theft Workshop at Café Roma
December
Annual Crew Wealth Management Holiday Party at Edna Valley Vineyard
